TSE:BBD.B

Bombardier Inc (B) (BBD.B.TO)

321.74
+1.17 (0.36%)
as of Sep 29, 2026, 5:09:26 pm Market Open.
385 watching
0
WATCH
This one depends on what happens to the C-7 series, which is still up in the air. Likes the way they have been increasing penetration in rail and rail equipment. Recently bought into a Russian electric-signal company. Wait to see what happens to the C-7s.
COMMENT
Extremely volatile stock. Airbus 320 announced they were going to put some newer engines to get more fuel efficiency. This would make a C series jet less compelling. Buying under $5 is a fairly safe bet if you hold onto it long enough because of the wide price fluctuations. You could also consider some options.
COMMENT
Rails continue but at a very low margin. Business jets are picking up, which will be very helpful. The wild card has to be the C7s. Until there is some clarity on that, he will stay on the sidelines.
WEAK BUY
Just recently announced the long-range aircraft. Solid backlog. Equally split between trains and planes. Will move with economy. From a seasonal perspective it should do well this time of year. Expects it to do better. It corrected itself earlier in the year. Doesn’t expect huge gains. Sell at $6.50. C-Series – if a whole lot of orders come in, great, but otherwise it is an overhang. They are trying to get into emerging markets with planes that can fly further.
SELL
(Market Call Minute) Doesn’t understand how this company operates. If you made money run for the hills.
DON'T BUY
Classic company o a Canadian company servicing a worldwide market and is something he looks for. Margins are razor thin. Needs to see how the C series performs.
BUY
Preferred Share: Has a risk if interest rates go higher. Company does not have to call this perpetual preferred share ever. Nice yield. Great long-term asset with high interest rate.
DON'T BUY
On conference calls they have talked down everything. Orders are lower by 15% and outlook is down by 15% so he expects the next stock move may be down or sideways.
DON'T BUY
Would like to see it cheaper. There are a lot more companies that are of greater interest to him than this one.
TOP PICK
Transportation side is doing well and they keep adding contract wins. Expects the catalyst will be from the aerospace side, specifically the C series that is under development. Targeted to launch in 2013 and will be a significant driver on their free cash flow generation.
COMMENT
Have done a good job on the rail side and margins are starting to improve. Business jets seem to be coming back somewhat in the US. Regional jets are the question mark.
DON'T BUY
An attractive entry point. They are getting orders and she likes the infrastructure play. They have lower margins, but will try to bring it up over the next couple of years. Could be FX headwinds because they report in US$. Needs healthy economic environment for jet business to increase. Wants to see more orders for the ‘C’ series.
COMMENT
Great Canadian company that fits his criteria of being locally based and selling globally. Rail side is successful although a very low margin business. Would like to see the C-7 series firmed up plus a revival of the private jet business.
WEAK BUY
The ‘A’ has 10 votes, the ‘B’ has one. Many fewer ‘A’ shares than ‘B’. ‘B’ is much more liquid. ‘C’ series is quite critical to their business.
COMMENT
“A” shares versus “B” shares? B shares have one vote per share while the A shares have 10 votes per share. Since both prices are so close to each other, if you buy gold for the A shares because of the extra votes you get.
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